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Operations Executive - Wealth Management 4TF Services Private Limited

2.0 - 23.0 years

0 Lacs

karnataka

On-site

You are a detail-oriented and dependable Operations Executive who will support Wealth Management & Family Office operations. Your responsibilities will include cash flow management, transaction processing, data maintenance, and backend support for HNI client portfolios. Your coordination skills, accuracy, and understanding of mutual funds, market basics, and financial operations will be crucial for this role. - **Cash Flow & Banking Operations** - Manage daily cash flows, inflows/outflows, and reconciliation of bank transactions. - **Investment Operations (HNI Clients)** - Execute Mutual Fund transactions through respective platforms as per approvals. - Support portfolio updates, statement g...

Posted 4 weeks ago

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